Single-Family Residential REITs Companies By Five Year Return

Five Year Return
Five Year ReturnEfficiencyMarket RiskExp Return
1AMH American Homes 4
30.31
(0.11)
 1.28 
(0.14)
2UMH UMH Properties
12.49
(0.03)
 1.45 
(0.04)
3INVH Invitation Homes
0.16
(0.09)
 1.37 
(0.13)
402666TAB3 AMERICAN HOMES 4
0.0
(0.09)
 0.45 
(0.04)
502666TAC1 AMH 2375 15 JUL 31
0.0
 0.01 
 0.51 
 0.01 
602666TAA5 AMERICAN HOMES 4
0.0
(0.15)
 0.53 
(0.08)
702666TAF4 AMH 43 15 APR 52
0.0
 0.08 
 1.45 
 0.11 
802666TAD9 AMH 3375 15 JUL 51
0.0
(0.07)
 1.60 
(0.11)
902666TAE7 AMH 3625 15 APR 32
0.0
(0.15)
 1.30 
(0.19)
1002665WBH3 AMERICAN HONDA FIN
0.0
(0.12)
 0.38 
(0.05)
1102665WCE9 AMERICAN HONDA FIN
0.0
(0.04)
 0.44 
(0.02)
1202665WDL2 AMERICAN HONDA FINANCE
0.0
(0.04)
 0.55 
(0.02)
1302665WDJ7 US02665WDJ71
0.0
 0.00 
 0.76 
 0.00 
1402665WDN8 AMERICAN HONDA FINANCE
0.0
(0.11)
 0.85 
(0.10)
1502665WDT5 HNDA 18 13 JAN 31
0.0
(0.07)
 0.63 
(0.04)
1602665WDZ1 HNDA 13 09 SEP 26
0.0
(0.12)
 0.79 
(0.10)
1702665WDW8 AMERICAN HONDA FINANCE
0.0
(0.13)
 0.49 
(0.06)
1802665WEB3 HNDA 225 12 JAN 29
0.0
(0.03)
 1.19 
(0.04)
1902665WEC1 HNDA 475 12 JAN 26
0.0
(0.13)
 0.15 
(0.02)
2002665WEA5 HNDA 15 13 JAN 25
0.0
(0.12)
 0.76 
(0.09)
The analysis above is based on a 90-day investment horizon and a default level of risk. Use the Portfolio Analyzer to fine-tune all your assumptions. Check your current assumptions here.
Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions. Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.